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Financial Planning as an Advisory Firm Employee Benefit
Nerd's Eye View Link to more items from this source
Dec. 1, 2017

"[I]ssues to consider for advisory firms that want to ... [offer] financial planning as an employee benefit to the employees of their own firm [include] ... [1] whether to provide such services internally or externally, [2] whether to let employees choose their own advisor, [3] the tax consequences to consider, and [4] why providing financial planning to employees can actually provide an Return On Investment as employees gain better perspective on how to improve the firm's client experience (by actually experiencing financial planning themselves!)."  MORE >>

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